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Referral Partners - Tiers & Incentives

Our Referral Partner program offers a straightforward way to work with Weel. You spot the opportunity - we do the rest. It’s perfect for helping clients streamline spend management without taking on implementation or support work directly.

How it works

  • Refer - You spot a good-fit client and send them our way. Submit via referral form or email your partner manager.

  • We Handle the Rest - Our team runs the demo, answers questions, and manages pricing discussions.

  • Onboarding - We support them through business verification and help them setup their account.

  • Time Saved for All - Your client spends smarter, and you stop chasing receipts and fixing messy books.

  • Sign up to be a partner here.
  • Book time to chat with our Partner team here.

Your Partner Benefits

  • Choose Your Reward
    Once you refer a client, choose how you'd like to be rewarded: pass on a client discount of 10-20% (for 12 months), based on your partner tier, or opt for a referral revenue share instead, at the same tier-based rate. 
  • Free Weel Account for Your Firm

    Once you’ve made your first active referral, you are eligible for one Premium Plan account for up to 50 users, unlimited transactions, free of charge. This gives your firm full access to the platform - so you can manage your spend, explore features, and experience the value of Weel firsthand. To retain ongoing free access, you’ll need to refer two clients who go live on Weel within each 12-month rolling period. Full Terms & Conditions are here.

  • Enablement & Training
    Access Weel’s partner enablement kit, co-branded collateral, and showcase your brand with badges, a logo on our site, and newsletter or social features.
  • Other Perks
    Get early access to roadmap previews, invitations to events, and opportunities to co-host webinars

Partner Tiers

Weel tiers are based on the total number of clients referred within a 12-month rolling period.

Tier Clients Referred (12-month rolling) 12 Month Client Discount Partner Benefits
Bronze 1–3 10% Free Weel account after first referral, badges, co-branded collateral
Silver 4-9 15% Newsletter & social features
Gold 10+ 20% Dedicated Partner Manager, Quarterly reviews, Co-hosted webinars

How Revenue Share Works

  • Revenue is paid quarterly (calendar year).
  • We'll send you a revenue share statement based on your client referrals, so you can invoice us. We will pay it within 30 days of receipt.

Why It’s Worth It

Referral partners typically save 2+ hours per week, per client by removing manual admin and cleanup time.

You can stay focused on your clients while giving them access to a best-in-class spend management platform (and a discount you’ve made possible).

Summary

Becoming a Referral Partner is the easiest way to bring value to your clients and efficiency to your own workflow.

  • You refer, we onboard.

  • You choose: client discount or rev share.

  • You get free internal access after your first referral.

  • You move up tiers based on users referred over 12 months.

Less admin for you. Smarter spend for your clients.